Purchases and Sales Made in Q2 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 2024. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
BUY
|
- |
270+ 2.39% |
$86.8K - $102K
|
11.5K
$4.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
259+ 8.83% |
$83.3K - $98.2K
|
3.19K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
258+ 5.44% |
$82.9K - $97.9K
|
5K
$1.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
251+ 9.07% |
$80.7K - $95.2K
|
3.02K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
249+ 8.94% |
$80K - $94.4K
|
3.03K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
246+ 2.23% |
$79.1K - $93.3K
|
11.3K
$4.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
246+ 34.79% |
$79.1K - $93.3K
|
953
$347K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
244+ 11.31% |
$78.4K - $92.5K
|
2.4K
$874K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
244+ 13.06% |
$78.4K - $92.5K
|
2.11K
$769K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
240+ 2.17% |
$77.2K - $91K
|
11.3K
$4.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
237New |
$76.2K - $89.9K
|
237
$86.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
237+ 12.1% |
$76.2K - $89.9K
|
2.2K
$799K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
233+ 2.48% |
$74.9K - $88.4K
|
9.63K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
233+ 1.32% |
$74.9K - $88.4K
|
17.8K
$6.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
232+ 1.96% |
$74.6K - $88K
|
12.1K
$4.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
229+ 5.54% |
$73.6K - $86.9K
|
4.36K
$1.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
229+ 4.62% |
$73.6K - $86.9K
|
5.19K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
229+ 1.28% |
$73.6K - $86.9K
|
18.1K
$6.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
228+ 8.08% |
$73.3K - $86.5K
|
3.05K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
228+ 1.43% |
$73.3K - $86.5K
|
16.1K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
228+ 12.85% |
$73.3K - $86.5K
|
2K
$729K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
227+ 2.64% |
$73K - $86.1K
|
8.83K
$3.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
224+ 3.31% |
$72K - $85K
|
7K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
224+ 1.22% |
$72K - $85K
|
18.5K
$6.75M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
223+ 1.92% |
$71.7K - $84.6K
|
11.8K
$4.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
221+ 4.68% |
$71K - $83.8K
|
4.94K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
221+ 28.66% |
$71K - $83.8K
|
992
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
221+ 6.0% |
$71K - $83.8K
|
3.91K
$1.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
220+ 158.27% |
$70.7K - $83.4K
|
359
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
218+ 6.2% |
$70.1K - $82.7K
|
3.73K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
212+ 0.5% |
$68.2K - $80.4K
|
42.9K
$15.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
212+ 139.47% |
$68.2K - $80.4K
|
364
$132K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
212+ 8.67% |
$68.2K - $80.4K
|
2.66K
$967K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
212+ 24.31% |
$68.2K - $80.4K
|
1.08K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
211+ 7.13% |
$67.8K - $80K
|
3.17K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
211+ 4.07% |
$67.8K - $80K
|
5.39K
$1.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
210+ 22.9% |
$67.5K - $79.7K
|
1.13K
$410K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
210+ 13.18% |
$67.5K - $79.7K
|
1.8K
$656K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
206+ 3.02% |
$66.2K - $78.1K
|
7.04K
$2.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
205+ 16.27% |
$65.9K - $77.8K
|
1.47K
$533K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
203+ 3.57% |
$65.3K - $77K
|
5.89K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
202+ 36.46% |
$64.9K - $76.6K
|
756
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
202+ 15.41% |
$64.9K - $76.6K
|
1.51K
$551K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
201+ 7.35% |
$64.6K - $76.2K
|
2.94K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
201+ 8.96% |
$64.6K - $76.2K
|
2.45K
$890K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
201+ 1.23% |
$64.6K - $76.2K
|
16.5K
$6.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
200+ 4.31% |
$64.3K - $75.9K
|
4.85K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200+ 9.44% |
$64.3K - $75.9K
|
2.32K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
200New |
$64.3K - $75.9K
|
200
$72.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
199+ 1.91% |
$64K - $75.5K
|
10.6K
$3.87M
|